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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1776
Castleark Management
Illinois
$2.79M – – –
NGA
1777
Naples Global Advisors
Florida
$2.79M +$135K +139 +5%
PWM
1778
Platt Wealth Management
California
$2.79M +$2.15M +2,205 +373%
CIAS
1779
Capital Investment Advisory Services
North Carolina
$2.78M -$40.9K -42 -1%
VWM
1780
Vivid Wealth Management
Iowa
$2.78M -$85.8K -88 -3%
FSWA
1781
Financial Synergies Wealth Advisors
Texas
$2.77M +$2.71M +2,783 New
SWA
1782
Strategies Wealth Advisors
Michigan
$2.77M -$112K -115 -4%
PE
1783
PCM Encore
Colorado
$2.77M +$318K +326 +13%
RA
1784
Rational Advisors
New York
$2.77M -$692K -710 -20%
WC
1785
Waterloo Capital
Texas
$2.76M +$138K +142 +5%
BIG
1786
Brookwood Investment Group
Arizona
$2.76M -$196K -201 -7%
PWG
1787
Portside Wealth Group
Utah
$2.76M +$673K +691 +33%
GP
1788
Greenline Partners
New York
$2.75M -$189K -194 -7%
GTAM
1789
Global Trust Asset Management
Florida
$2.75M -$99.4K -102 -4%
TWA
1790
Trace Wealth Advisors
California
$2.74M -$38K -39 -1%
AG
1791
AlTi Global
New York
$2.73M +$115K +118 +4%
BWM
1792
BigSur Wealth Management
Florida
$2.73M -$343K -352 -11%
CCM
1793
Cinctive Capital Management
New York
$2.72M -$5.45M -5,595 -67%
VSQM
1794
V-Square Quantitative Management
Illinois
$2.72M +$341K +350 +15%
OL
1795
Optas LLC
Texas
$2.72M +$40K +41 +2%
NC
1796
NovaPoint Capital
Georgia
$2.72M +$76K +78 +3%
LB
1797
Legacy Bridge
Iowa
$2.72M +$48.7K +50 +2%
7WCP
1798
71 West Capital Partners
Massachusetts
$2.71M +$390K +400 +17%
IP
1799
Interval Partners
New York
$2.71M +$2.65M +2,718 New
OSNBOA
1800
Old Second National Bank of Aurora
Illinois
$2.71M -$975 -1 -0%
70 71
72
73 74